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Diversify Advisory Services, LLC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on XLK, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 132,678 XLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,678 shares
    Change vs previous 13F +58,872 shares

    0.19% of the 13F portfolio, value $23,125,700.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 66,339 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,339 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 73,806 shares
    Change vs previous 13F -1,213 shares

    0.19% of the 13F portfolio, value $11,743,300.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,659 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 69,147 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,019 shares
    Change vs previous 13F +30,342 shares

    0.21% of the 13F portfolio, value $10,965,175.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,583 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,436 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,677 shares
    Change vs previous 13F +669 shares

    0.29% of the 13F portfolio, value $13,488,410.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 21,120 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,557 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,008 shares
    Change vs previous 13F +4,088 shares

    0.28% of the 13F portfolio, value $11,803,388.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,985 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,023 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,920 shares
    Change vs previous 13F -6,537 shares

    0.28% of the 13F portfolio, value $8,347,416.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,056 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 21,864 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,457 shares
    Change vs previous 13F +10,227 shares

    0.34% of the 13F portfolio, value $10,628,306.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,429 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 23,028 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,230 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,360,923.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,573 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,657 shares

    Acceptance time not in the bulk data set (spec §4.2).